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Steps on how to create daily/weekly rules in Workforce Management (WFM).

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Daily Rules

  • Open the WFM application.

  • Under Setup, click Daily Rules (1). Existing Daily Rules (2). Creating a new Daily Rule (3).

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  • Name they Weekly Rule (1). Select the total number of days for this Weekly Rule (2). Select the number of hours between shifts (3). Check the box if you would like consecutive days off (4). Check the box if you would like consecutive start times (5). Check the box if you would like consistent breaks and lunches (6). Select the Daily Rules you would like for this Weekly Rule (7). Name, Length and Shift Start Time will auto-populate once you select your daily rule (8). Select the Possible days for the daily rules (9). Select the total number of days for this daily rule (10). Click the Employee tab (11).

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